Retailers Be Warned & Coffee for Crypto 7/26/22

Retailers Be Warned & Coffee for Crypto 7/26/...

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The Fed Moves and Rahm Emanuel looks at 2028 9/17/26

The Federal Reserve delivered a much-anticipated rate hike, part of new Chair Kevin Warsh’s goal to combat inflation. CNBC’s Steve Liesman reports on President Trump’s reaction to the rate-setting committee's unanimous move, and former Vice Chair Roger Ferguson describes what cou ...  Show more

“Science of the AI Mind” & Ron Baron 9/16/26

Jensen Huang, Mark Zuckerberg, and Dario Amodei discussed AI guardrails at the Salesforce conference this week, each with a different perspective on safety and innovation. In a Wall Street Journal piece, Reciprocal Research director Cameron Berg argues that AI systems are being b ...  Show more

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A Consumer Canary In The Coal Mine… And An AI Bubble Warning 03/25/25
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Shares of Walmart get hit as consumer confidence comes in at its lowest level in 12 years. Is the retail giant a canary in the coal mine for a potential recession? Plus One Chinese tech executive sounding the AI alarm. The bubble he sees forming, and why one top tech analyst s ...

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What does Walmart know?
Unhedged

It’s earning season, and the first big news might be from Walmart, whose stock dropped 7 per cent after it reported concerns about the health of the consumer. This is a counter narrative to the strong gross domestic product and inflation numbers we’ve been talking about. Today ...

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Walmart’s Big Warning, GM’s Earnings Miss, Shopify Layoffs 7/26/22
Squawk on the Street

Carl Quintanilla and Jim Cramer started the show with Walmart shares sinking after the company cut both its Q2 & full-year profit outlook. The big warning dragged other retailers like Home Depot, Amazon and Best Buy lower as well. The anchors then shifted to a slew of earnings, i ...  Show more

China’s Crypto Crackdown, Nike’s Supply Chain Challenges, Chip Shortage a “Short-Term” Problem?
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Carl Quintanilla and Jim Cramer began with a breakdown of China’s crackdown on crypto with the country’s central bank saying all crypto-related activities are illegal. China’s comments sent prices of Bitcoin and Ethereum tumbling. The anchors stayed with China and got a live repo ...  Show more